Microsoft CRM is an easy to use system that can expedite lead management and ensure a lead is never lost again.

Microsoft CRM works in a clever, and intuitive way, in that it keeps updates of leads, when they were last spoken to or emailed.  If they haven’t been contacted in a while… 

The best thing about Microsoft CRM is it will work the way you want it to – as an “off the shelf system” its good.  When it is tailored and following your processes and supporting your employees is the time when you will get the most exciting results.

So how can Microsoft CRM manage leads?  The answer is simple but crucial, by getting the best from the system by following your processes, campaigns and shared organisation wide communications. 

• Have a clear plan.
• Can you automate any of the lead process?
• Send personalized, very targeted mails
• Follow up with calls
• Get to know your leads better
• Visible pipeline will help you to focus on the best leads and help forecasting
• Who do you want to contact your leads
• Have you registered the interest of the solution or product they first contacted you about
• How did you get that lead?

With this information, not only will you be able to effect successful lead management through Microsoft CRM but also be able to pull off important reporting that will help to drive managment and customer service decisions, giving organisations that use Microsoft CRM a better chance to gain a competitive advantage.

For more information on Microsoft CRM lead managment contact george@caltech.co.uk or why not come along to our Forum 0n 9th March 2010?